DENTSPLY SIRONA Inc. (XRAY) Earnings
DENTSPLY SIRONA Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $0.36. XRAY has beaten EPS estimates in 6 of its last 12 reported quarters (average surprise +7.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.28 | $0.27 | -3.6% | $880M | +4.5% |
| Nov 6, 2025 | $0.45 | $0.37 | -17.8% | $904M | -2.5% |
| Aug 7, 2025 | $0.50 | $0.52 | +4.0% | $936M | +3.5% |
| May 8, 2025 | $0.29 | $0.43 | +48.3% | $879M | -4.5% |
| Feb 27, 2025 | $0.47 | $0.26 | -44.7% | $905M | +0.4% |
| Nov 7, 2024 | $0.48 | $0.50 | +4.2% | $951M | +1.5% |
| Jul 31, 2024 | $0.50 | $0.49 | -2.0% | $984M | -1.2% |
| May 2, 2024 | $0.42 | $0.42 | +0.0% | $953M | -1.7% |
| Feb 29, 2024 | $0.43 | $0.44 | +2.3% | $1.0B | +3.6% |
| Nov 2, 2023 | $0.48 | $0.49 | +2.1% | $947M | -2.9% |
| Aug 2, 2023 | $0.43 | $0.51 | +18.6% | $1.0B | +5.7% |
| Nov 14, 2022 | $0.59 | $0.41 | -30.5% | $947M | -6.0% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Dan mentioned focus on disciplined execution, progress against the plan, management team and board aligned, U.S. commercial leaders made competitive hires, spending time in the field and at customer events, putting customer at center, expanding clinical education and Salesforce training programs, establishing CEO advisory board, strengthening implant business, increased R&D investment, recent product launches like Smart View Detect, Reciproc Minima file system, XSmartGo cordless endomotor, dental-dedicated MRI, WellSPEC showing momentum, expanding and strengthening U.S. distribution network, strengthening foundation with better tools, more integrated systems, increased automation, transformation office driving return to growth action plan, reducing debt, capital allocation priorities on debt reduction and share repurchases
Guidance
Maintaining 2026 outlook for net sales of $3.5 billion to $3.6 billion and adjusted EPS in the range of $1.40 to $1.50, applying thoughtful, risk-aware approach due to macro and geopolitical uncertainty
Segment performance
CTS segment: constant currency sales declined 2.9%, ENI had a high single digit decline, global CAD-CAM business flat year over year with growth in APAC offset by decline in EMEA. EDS: constant currency sales declined 7.2% driven by lower volumes in Americas and EMEA but growth across all three product categories in APAC. OIS: constant currency sales declined 13.5%, adjusting for BITE impact declined 7.6%, IPS declined high single digits, SureSmile declined low single digits with 11% growth in EMEA. WellSpect Healthcare: constant currency sales increased 3.4% led by 4% growth in EMEA
Risks & headwinds
Geopolitical and macro factors could cause actual results to differ from predictions, external headwinds like tariffs, input cost pressures from oil and freight prices, inventory de-stocking and its impact on gross margins
Analyst Q&A
Q: On return to growth action plan timing of benefits and update on DSO conversations,
A: Benefits expected more in 27 and 28, active with DSOs on broad offering;
Q: Trends in Americas, EMEA, APAC and drop ship model with distributors,
A: Middle East has small impact, Europe has factors like de-stocking, drop ship model well received;
Q: EDS segment fall-off and Europe growth,
A: Softness in Europe due to de-stocking and other factors, focusing on Europe growth;
Q: Gross margin contraction and input costs,
A: Tariffs and other factors causing contraction, monitoring input costs;
Q: Private label shift and pricing,
A: Developing programs to compete, no significant price increases planned;
Q: New product contribution and buyback,
A: Monitoring new product contribution, plan to consider buyback after debt in line;
Q: Guidance and CTS strength,
A: Conservative with guidance, CTS strength from U.S. activity;
Q: Growth segments and M&A,
A: Focus on U.S. return, looking at M&A for differentiation;
Q: Competitive landscape and innovation impact,
A: Addressing competitive new entrants, innovation products have potential;
Q: Implant volumes and inventory sell through,
A: Working on implant execution, inventory impact in late Q2 and second half;
Q: Portfolio rationalization and APAC strength,
A: No immediate rationalization, APAC strength from strong leadership and execution